Personal Banker

First National Bank Texas•Wichita Falls, TX

19d

About The Position

Under direct supervision, the Personal Banker provides exceptional customer service in a high-volume sales environment, including receiving and paying cash. The role evaluates new and existing customer relationships and recommends banking products and services to support customers’ financial success. The Personal Banker follows established bank policies and supervisor direction, and is accountable for meeting monthly new-account production goals assigned by upper management. The position may involve in-store aisle prospecting and serving a diverse customer base, including a large Spanish-speaking population. The role processes deposits and payments, verifies cash and checks, examines checks and identification for accuracy and potential counterfeiting, enters transactions into a computer, issues receipts, and balances daily operations. Additional services include preparing money orders, cashier’s checks, bank-to-bank wires, certificates of deposit, Western Union wires, and cash advances. The Personal Banker cross-sells bank products and services and performs other bank-related tasks requested by supervisors. Regular, predictable attendance and punctuality are required. Approval limits follow established authority levels. The position requires standing or walking for extended periods, depending on branch location, and working in a high-volume, stressful, and noisy environment. Schedules are based on business needs and may change at any time. The employee operates a computer and other office machinery and must be able to lift up to 50 pounds. FNBT is an equal opportunity employer.

Requirements

Be at least 18 years of age.
Have a high school diploma, high school equivalency, or be currently attending high school.
Pass a background investigation according to company policy.
Be able to work effectively with coworkers and as part of a team.
Be able to work a flexible schedule, including evenings, weekends, and holidays.
Be able to stand or walk for extended periods, depending on branch location.
Be able to work in a high-volume, stressful, and noisy environment.
Be able to operate a computer and other office machinery.
Be able to lift up to 50 pounds.

Nice To Haves

Six months of work experience in a retail or customer service environment is preferred.

Responsibilities

Provide exceptional customer service, including receiving and paying cash.
Evaluate new and existing customer relationships and recommend suitable bank products and services.
Follow bank policies and supervisor direction.
Meet monthly new-account production goals assigned by upper management.
Participate in sales activities, which may include in-store aisle prospecting.
Process deposits and pay out funds according to bank procedures, accurately record transactions, and balance daily operations.
Receive cash and checks for deposit, verify amounts, and check endorsements.
Examine cash and identification carefully to help guard against counterfeit checks and identification.
Enter transactions into a computer and issue customer receipts.
Sell and prepare money orders, cashier’s checks, bank-to-bank wires, and certificates of deposit.
Process Western Union wires and cash advances.
Cross-sell bank services and products.
Provide bank services to a diverse customer base, including a large Spanish-speaking population.
Perform other bank-related tasks requested by supervisors.
Maintain regular and predictable attendance and punctuality.